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JPMorgan U.S. Equity R5 (JUSRX)

On Feb 9: 8.65 USD  Up 0.11 (1.29%)  
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JPMORGAN U.S. EQUITY R5 Delayed quote dataEdit
Net Asset Value: 8.65
Trade Time: Feb 9
Change: Up 0.11 (1.29%)
Prev Close: 8.65
YTD Return*: 10.49%
Net Assets*: 87.42M
Yield*: 1.16%
* As of 31-Dec-07
JPMorgan U.S. Equity R5 (JUSRX)
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: N/A
Total Assets: 87.42M
Category: Large Blend
Total Expense Ratio: 0.59%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 10.49%
5y Avg Return: N/A
Rank in Category (ytd): 543
% Rank in Category (ytd): 25.98%
Beta (3y):
Morningstar Risk Rating:
Performance Details - Risk Details

FUND SUMMARY
The investment seeks to provide high total return. The fund invests at least 80% of assets in equity securities of U.S. companies. It primarily invests in large- and medium-capitalization U.S. companies. The fund seeks to produce returns that exceed those of the S&P 500 index. It primarily invests in common stocks, depositary receipts, exchange-traded funds (ETFs) and real estate investment trusts (REITs).
Fund Profile


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